In this episode of Money & Meaning, host Jeff Bernier welcomes Rob Hoxton, founder of Hoxton Planning & Management and host of the Last Paycheck podcast. Rob shares his journey from aspiring minister to financial planner, exploring how life experiences shaped his unique approach to wealth management. They examine the evolving role of financial advisors, the impact of AI, and how to define a meaningful retirement. The conversation offers a compelling look at purpose-driven financial planning, multi-generational firm growth, and Rob’s vision for making a difference in underserved communities.
Topics covered:
● Rob Hoxton’s path from ministry to financial planning
● The philosophy behind Grow Greener and Think Ahead
● Defining “live rich vs. die rich” in financial planning
● Experience at Goldman Sachs and returning to independence
● Working with his son and building a multi-generational firm
● The future of financial planning with AI and technology
● Using AI tools to enhance human connection in advising
● Childhood money memories and their impact on financial behavior
● Helping clients uncover what matters most through money mind exercises
● Reframing retirement as a purpose-driven next act
● Rob’s “why” and the mission to serve more families
● Launching Shepherd University's financial planning program
● Looking forward: Rob’s excitement for family, business, and mentorship
● Encouragement for listeners seeking the right financial advisor
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